Cypress Financial Planning LLC Vanguard Growth ETF Transaction History

Cypress Financial Planning LLC

  • $270 Million
  • Q4 2024

A detailed history of Cypress Financial Planning LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 3,223 shares of VUG stock, worth $1.35 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
3,223
Previous 3,224 0.03%
Holding current value
$1.35 Million
Previous $1.24 Million 6.87%
% of portfolio
0.49%
Previous 0.46%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$378.79 - $428.11 $378 - $428
-1 Reduced 0.03%
3,223 $1.32 Million
Q3 2024

Oct 07, 2024
BUY
$341.08 - $391.94 $629,974 - $723,913
1,847 Added 134.13%
3,224 $1.24 Million
Q2 2024

Jul 16, 2024
SELL
$322.46 - $377.11 $17,735 - $20,741
-55 Reduced 3.84%
1,377 $515,000
Q1 2024

Apr 12, 2024
BUY
$301.05 - $346.61 $198,090 - $228,069
658 Added 85.01%
1,432 $492,000
Q4 2023

Jan 09, 2024
SELL
$261.54 - $312.16 $212,108 - $253,161
-811 Reduced 51.17%
774 $240,000
Q3 2023

Oct 10, 2023
SELL
$269.56 - $293.5 $29,651 - $32,285
-110 Reduced 6.49%
1,585 $431,000
Q2 2023

Jul 11, 2023
SELL
$243.06 - $282.96 $16,528 - $19,241
-68 Reduced 3.86%
1,695 $479,000
Q1 2023

Apr 07, 2023
SELL
$209.25 - $249.44 $7,742 - $9,229
-37 Reduced 2.06%
1,763 $439,000
Q4 2022

Jan 30, 2023
SELL
$208.44 - $233.81 $32,308 - $36,240
-155 Reduced 7.93%
1,800 $383,000
Q3 2022

Oct 13, 2022
SELL
$213.95 - $266.28 $13,692 - $17,041
-64 Reduced 3.17%
1,955 $418,000
Q2 2022

Jul 20, 2022
BUY
$214.97 - $293.87 $434,024 - $593,323
2,019 New
2,019 $450,000

Others Institutions Holding VUG

# of Institutions
2,470
Shares Held
248M
Call Options Held
238K
Put Options Held
155K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
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